Adam O’Grady

Adam O’Grady is the Assistant Commissioner – Risk & Strategy Individuals at the ATO.  Having joined the ATO in 2003, Adam has worked in a variety of roles, including Service Delivery, Enterprise Solutions & Technology, Law Design and Practice, and the Client Engagement Group.

Taxation of Crypto 

James Baker

James Baker of James Baker & Associates has a large following on YouTube and the ‘James Baker CPA Podcast’ where he regularly answers questions about US taxation. James helps his non-US clients to expand into the US as well as US clients overseas to manage their US tax affairs.

Non-ECI Non-FDAP  


Harrison Dell

Harrison Dell of Cadena Legal is an Australian tax lawyer in Sydney. A former ATO auditor and internal legal adviser, Harrison’s focus is on tax disputes and this is where most of his work is. In addition he has an amazing working knowledge of cryptocurrency and the tax issues surrounding it.

Crypto Trading  – Crypto BlockchainsStaking Crypto  

Gary Carter

Gary Carter was an Associate Director of the Carlson School of Mangaement’s Master of Business Taxation Program in Minnesota until 2010 and is the principal of GW Carter Ltd. With a PhD from the University of Texas, Gary regularly advises non-US clients on US tax issues. 

LLC Income

Ross Treeby

Ross Stafford Treeby is the Principal of Treeby Tax Limited and an experienced US tax advisor specialising in international tax issues facing domestic and foreign corporations, LLCs and limited partnerships.

Single Member LLC 

Lucy Cohen

Lucy Cohen is the co-founder of Mazuma Accountants and a passionate innovator and disruptor heading towards 10,000 small business clients. She has been featured in BBC Breakfast, Vogue, Glamour and The Daily Mail and has published two books.

Ten Thousand Clients  


Andrew Andreyev

Andrew Andreyev is a tax and corporate lawyer and the principal of Andreyev Lawyers, where he helps entrepreneurs build their businesses, and investors protect their wealth. He regularly writes and presents on the issues facing these.

Property Development 101Duplex Development – Subdivision of LandAsset Protection SilosAsset Protection LayersAsset Protection Trust 


Bryan Kelly

Bryan Kelly is a partner in the tax department at Willkie, Farr & Gallagher in Los Angeles and provides US tax advice on various cross-border matters to Australian businesses ranging from start-ups to publicly held companies, helping to identify opportunities and manage risk.

Australian Trust Holds LLC 

Simon Calabria

Simon Calabria is a director at Webb Martin Consulting with over 30 years of experience as a tax consultant, specialising in GST and WET and corporate and international tax matters.

Outbound Investments 

Marsha Dungog

Marsha Dungog of  Withers Worldwide is an international tax lawyer providing cross-border income tax, trusts & estate planning services for high net worth individuals, businesses and U.S. citizens living abroad.

LCC Plus BlockerAustralian Loan to USUS Taxation of Australian SMSFs 


Clint Harding & Alexander Rasmussen

Clint Harding leads the taxation practice at Arnold Bloch Leibler in Sydney focusing on corporate and international tax and is currently the Chair of The Taxation Institute’s Large Business & International Committee. Clint is joined by tax lawyer Alexander Rasmussen, also with Arnold Bloch Leibler in Sydney.

To Block Or Not To BlockCross-Border Royalties 

Alfonso Nuñez

Alfonso Nuñez is the Managing Director in the Andersen San Francisco office and has over 25 years of experience in corporate and international taxation. He advises US and international clients on international tax planning, transfer pricing and cross-border transactions.

US Corporations  – LLC or C-Corp 

Matthew Addison

Matthew Addison is the Deputy Chairman and Executive Director of the Institute of Certified Bookkeepers Ltd (ICB) and holds various senior positions in stewardship and advisory groups with the ATO, TPB and others.

NSW Covid-19 Business Support –  Institute of Certified BookkeepersNSW JobSaver and Micro-Business Grant

Amanda Morton and Paul Goldin

Amanda Morton and Paul Goldin speak together on Tax Talks. Amanda is a commercial lawyer and litigator with over 30 years of experience. Paul is a renowned expert on trust and international tax issues.

Who Gets the Beach HouseWho Gets the Family Home 

Simone Daniells

Simone is a senior lawyer at Andreyev Lawyers. She regularly guides individuals and business owners through the process of putting in place the right agreement for them – whether by preparing contracts or reviewing contracts on their behalf. She gets personal satisfaction from bringing clarity and certainty to the lives of her clients so that they can move forward with confidence and success.

Unfair Contract TermsUnfair Contract Case StudyPrivate Ancillary Funds 

Scott Patterson

Scott Patterson of Alternate Strategies has extensive business and professional experience. His expertise stretches across all areas of small to medium enterprises (SME), including agricultural enterprises. 

Farm Succession




Tara Cuddihy

Tara Cuddihy is a Tax Director in the Private Clients Group of PwC in Brisbane. She has over 10 years of tax consulting experience working closely with privately owned groups, some of which have featured on the Queensland Top 150 Rich List. 

Structuring a Farming Business 

Jeri Wambeek

A qualified accountant and former tax agent, Jeri Wambeek is the co-founder and Chief Solutions Architect of WAOConnect, an advisory firm specialising in helping product-based businesses with inventory management solutions and cloud integration. 

Inventory ManagementERP SystemsERP Questions 

Melissa McGrath

Melissa McGrath is a Principal Lawyer within Coleman Greig’s Commercial Advice team. Melissa is a specialist Intellectual Property lawyer and Trade Mark Attorney with qualifications in both law and biochemistry and over 15 years’ experience.

Intellectual PropertyTaxation of IP 

Simon Bacon

Simon Bacon is a partner at Manby & Scott, a firm of specialist child support lawyers. With a Bachelor of Laws degree from the University of Melbourne, Simon has been a partner for 15 years and an admitted lawyer for 31 years.

Child Support PaymentsChild Maintenance TrustPSI in Child Support Assessments –  Child Support SubpoenaChild Support Non Agency PaymentsChild Support Lump Sum Payments